| Artemis Investment Management LLPCOM573.6K shtrimmed | 573.6K | $15.8M | trimmed |
| Farther Finance Advisors, LLCStock65.6K shadded | 65.6K | $1.8M | added |
| MOODY NATIONAL BANK TRUST DIVISIONCOM17.7K shtrimmed | 17.7K | $487.1K | trimmed |
| Investors Research CorpCOM16.3K shtrimmed | 16.3K | $448.8K | trimmed |
| RIVERSEDGE ADVISORS, LLCCOM13.9K sh— | 13.9K | $383K | — |
| GAMMA Investing LLCCommon Stock13.4K shtrimmed | 13.4K | $367.8K | trimmed |
| M.E. ALLISON & CO., INC.COM12.4K shheld | 12.4K | $342.6K | held |
| Cooper Financial GroupCOM11.8K shadded | 11.8K | $324.4K | added |
| Avidian Wealth Enterprises, LLCCOM11.7K shtrimmed | 11.7K | $322.6K | trimmed |
| Wedmont Private CapitalCOM11.2K shadded | 11.2K | $320.1K | added |
| NEVILLE RODIE & SHAW INCCOM11.2K shtrimmed | 11.2K | $309K | trimmed |
| Venture Visionary Partners LLCCOM11K shtrimmed | 11K | $301.6K | trimmed |
| CoreCap Advisors, LLCStock10.4K shtrimmed | 10.4K | $285.8K | trimmed |
| Valeo Financial Advisors, LLCStock9.8K shadded | 9.8K | $270K | added |
| CHAPIN DAVIS, INC.COM8.7K shtrimmed | 8.7K | $238.5K | trimmed |
| LifeGoal Investments, LLCCOM8.5K sh— | 8.5K | $233.6K | — |
| Bank & Trust CoCOM8.3K shtrimmed | 8.3K | $228.2K | trimmed |
| Everhart Financial Group, Inc.COM8K sh— | 8K | $219.5K | — |
| CapWealth Advisors, LLCStock7.6K shtrimmed | 7.6K | $209.2K | trimmed |
| Sound Income Strategies, LLCCOM7.1K shtrimmed | 7.1K | $201.8K | trimmed |
| EASTERN BANKCOM5.8K shtrimmed | 5.8K | $160.8K | trimmed |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.3K shtrimmed | 4.3K | $117.8K | trimmed |
| ARMSTRONG ADVISORY GROUP, INCCOM1.7K shheld | 1.7K | $45.5K | held |
| ATWOOD & PALMER INCCOM1.1K shheld | 1.1K | $30.3K | held |
| ELEVATION WEALTH PARTNERS, LLCCOM1K shadded | 1K | $27.7K | added |
| Trust CoStock845 shheld | 845 | $23.3K | held |
| Bangor Savings BankCOM829 shtrimmed | 829 | $22.8K | trimmed |
| Deane Retirement Strategies, Inc.Stock437 shtrimmed | 437 | $12K | trimmed |
| Olistico Wealth, LLCStock428 shtrimmed | 428 | $11.8K | trimmed |
| Bullock Wealth Management GroupStock358 shadded | 358 | $9.9K | added |
| TOMPKINS FINANCIAL CORPCOM291 shadded | 291 | $8K | added |
| Rosenberg Matthew HamiltonStock285 shtrimmed | 285 | $7.8K | trimmed |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM275 sh— | 275 | $7.6K | — |
| MJT & Associates Financial Advisory Group, Inc.Stock222 shheld | 222 | $6.1K | held |
| TOTH FINANCIAL ADVISORY CORPCOM200 shheld | 200 | $5.5K | held |
| Paladin Partners, LLCStock146 shheld | 146 | $4K | held |
| Gladwyn Financial Advisors, Inc.COM145 shheld | 145 | $4K | held |
| Central Pacific Bank - Trust DivisionCOM74 shtrimmed | 74 | $2K | trimmed |
| Retirement Wealth Solutions LLCCOM67 shadded | 67 | $1.8K | added |
| VALLEY WEALTH MANAGERS, INC.Stock43 shheld | 43 | $1.2K | held |
| Bank of New HampshireCOM24 shheld | 24 | $661 | held |
| Davis Capital ManagementStock17 shadded | 17 | $468 | added |
| Grove Bank & TrustCOM16 shheld | 16 | $441 | held |
| GILPIN WEALTH MANAGEMENT, LLCCOM1 sh— | 1 | $28 | — |